Auntea Jenny (2589 HK): What Is the Fair Value?
Auntea Jenny's IPO price of HK$113.12 is aggressive based on financial and operational metrics. We arrive at a fair value estimate of HK$94.70...
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Bright Smart (1428 HK): An Attempt to Derive a Value
Bright Smart benefits from Ant Financial's technology and customer base, with potentially faster-than-forecast growth. At a 50% 5-year growth and...
297 Views
Hainan Meilan Intl Airport (357 HK): Possible Mandatory General Offer
Meilan Airport's change in parent company triggers a general offer, but the proposed price is unattractive at 10.6% premium. Synergy with new...
195 Views
China Pair Trade: Long SITC Intl (1308 HK), Short OOIL (316 HK)
There is a clear divergence between SITC's and OOIL's 1Q25 operating performance. SITC's revenue grew 38.6%, driven by a 6.8% volume growth and a...
492 Views
HK Strategy: Sell in May, Go Away? The History Says Yes!
Statistics show "Sell in May, go away" holds true for HSI with negative returns in May since 2013, making it the worst one, even surpassing Oct....
460 Views